The full replay of our webinar ‘European chemicals’ is now available. Scroll down to access the recording.
If you missed parts 1 or two you can catch up here:
In this third part of our four-part webinar series, 9fin editorDan Alderson was joined by credit analyst Alexandros Chatzigiannis and distressed credit analyst Yusuf Sule to discuss the recent turmoil in European chemicals as structural headwinds, including the energy cost gap, collide with oversupply and end-market demand hurdles.
The team assessed how persistent energy cost disadvantages, stiff competition from Chinese imports, and sluggish end-markets are reshaping credit risk, with a focus on relative value across high yield names, balance-sheet pressure points, and where today’s stress could tip into distress as refinancing timelines approach.
If you aren’t signed up to this webinar series, you can do so here. See you in part four — ‘European autos’.
Watch the full session below.
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